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WEALTHCOLLAB
Legal name: WEALTHCOLLAB LLC
CRD 269840File 801-122488
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$316.2M
Below cohort median (national)
Discretionary AUM
$316.2M
Clients
68
414 accounts
Employees
1
Below cohort median in WA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Oct 8, 2021
- Principal office
- 1400 112TH AVE SE, SUITE 100, BELLEVUE, WA, 98004
- Phone
- 206-456-6171
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $316.2M
- Discretionary AUM
- $316.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 414
- Non-discretionary accounts
- 0
- Total accounts
- 414
- AUM per client
- $4.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 48 | $305.9M |
| Individuals (other than high net worth individuals) | 20 | $10.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.